Senior Wealth Advisor - Integrated Planning & Growth
Judson Group
Judson Group is seeking an experienced Wealth Advisor to join its Wealth Management team in a holistic role combining investment management, financial planning, tax strategy, and risk management. You will drive business development, collaborate with tax and advisory professionals, and mentor junior staff while delivering integrated client solutions. You will work with high-net-worth clients, develop strategic relationships, and lead discussions across retirement, estate planning, and cash flow #J-18808-Ljbffr Judson Group
- Lido Advisors in New York seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family... ...wealth strategies built on planning, tax, estate, and investment management... ...in-house specialists and an integrated platform, Lido One, designed to...Senior
- ...Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to... ...personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals... ...work environment that encourages growth and flexibility. #J-18808-Ljbffr...Senior
$100k - $300k
...just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation... ...Weaver Capital Advisors, LLC is seeking talented... ...and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly...SeniorBase plus commissionFlexible hours- Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing... ...endowments, foundations, businesses, and qualified plans. You will work with our advisory team and report to the President of Wealth Management in Pittsburgh, PA. This...Senior
- ...experienced, independent Financial Advisors who want to own and grow... ...can focus on clients and growth. To partner with my client... ...Deliver high-impact financial planning and investment advice across:... ...to-advisor conversations and integration discussions as appropriate....SeniorRemote work
- ...Services client is seeking a Senior Wealth Advisor to join their rapidly... ...relationships and help accelerate growth . You will play a lead role... ..., delivering high-impact planning and investment advice, and... ...outreach, evaluation, and integration conversations as needed. Candidate...SeniorRemote work
- Armstrong Fluid Technology seeks an experienced Senior Financial Analyst, FP&A, to support the U.S. sales organization and drive planning, analytics, and business partnering. You'... ...Operations, and Accounting to ensure data integrity and impactful decisions. #J-18808-Ljbffr...Senior
$110.7k - $218.3k
...businesses grow. As a NetSuite Senior Consultant at Deloitte, you... ...components and prototypesDrive test planning, execution, and optimization... ...upper mid-market and high-growth organizations modernize their... ...with NetSuite integrations, customizations, and ERP data...SeniorLocal areaVisa sponsorship$105.4k - $207.8k
...26/2026. Work you'll do As a Senior Consultant on the M&A team, you... ...strategy, diligence, integration, and separation engagements for... ...inform transaction decisions and growth strategiesDeveloping business... ...assessments, and implementation plans aligned to client...SeniorLocal areaVisa sponsorship$116.2k - $229.1k
...team serves as a trusted advisor and thought partner to... ...and analytical Senior Consultant to join our... ...foundational skillset of integrating technology and process... ..., enterprise resource planning platforms, Tableau, Power... ...355799 Strategy, Growth, and Transformation |...SeniorLocal area- ...is a client-centered wealth management firm serving... ..., financial planning, tax strategy, and estate planning in one integrated, proactive approach.... ...we’d love to connect! Senior Financial Advisor Are you ready for independence... ...relationships and growth. Shared overhead, not...SeniorPermanent employmentWork at office
$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients... ...determine solutions through the financial planning process. Prioritize short term and long... ..., etc), and ultimately responsible for growth and retention of that client base. The...SeniorTemporary workWork experience placement- Ogilvy in New York seeks an Account Director to drive growth by delivering integrated client solutions and leading cross-disciplinary teams. You will... ...exceptional communication. You will work closely with senior clients and internal partners to maintain high standards...Senior
- ...agency located in Dallas, Texas, is seeking a Commerce Senior Director to spearhead integrated commerce strategies for enterprise clients. This highly... ...involves diagnosing commercial challenges, co-creating growth strategies, and leading business development efforts. The...Senior
- Highwire Public Relations, Inc. seeks a Senior Vice President of Integrated Marketing to lead growth and evolution of the agency’s integrated solutions. Reporting to the EVP, Integrated Solutions, the role will advise priority clients and partner across the agency to deliver...SeniorRemote job
- Rippling is seeking a Senior Associate in Strategic Finance to partner with Rippling’s G&A functions, support long-range planning, and contribute to key strategic initiatives. This role sits at the intersection of finance, strategy, and operations with high visibility among...Senior
- Affirm is hiring a Senior Product Manager for its 1:Many Growth team. The role focuses on growing Affirm's partner portfolio and accelerating future partner integrations across platform partnerships. You will work with cross-functional teams to define, launch, and scale...SeniorRemote job
$85.1k - $161.7k
...RSMUS is currently seeking a Senior Associate to join our Accounting... ...advise clients on strategic planning, financial planning and... ...related experience in a high growth and fast paced setting and has... ...mergers and acquisitions, integrations and divestitures Interpret data...SeniorFull timeWork experience placementInternshipLocal area- ...in New York is seeking a Vice President, Account Group Supervisor to drive business growth and deliver exceptional client experiences. This senior leadership role will oversee integrated teams and ensure the agency achieves brand objectives while fostering deep client...Senior
- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Forest Hills, NY to... ...relationships, deliver holistic financial planning, and drive wallet share among affluent... ...uphold KYC/AML standards while advancing growth in a regulated environment. #J-18808-Ljbffr...Senior
$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients... ...bespoke financial advice, and driving product growth through collaboration. Candidates should have over 7...Senior- ...looking for a results-driven FP&A Senior Analyst to help drive deep... ...to support rapid growth and strategic decision-making... ...include: Strategic Financial Planning & Forecasting: Establishing standard... ...SlidesPersonal CharacteristicsHighest integrity and ethicsIntellectually...SeniorTemporary workVisa sponsorship
- Future seeks a Senior Strategist to lead strategic development of custom integrated marketing proposals for leading brands. You will partner with sales, creative, editorial... ..., and commercial opportunities that drive growth for advertisers and Future. This role spans...Senior
$128k - $252.5k
...opportunity to support finance integration and separation efforts that... ...deals and capture value. As a Senior Consultant in M&A Finance &... ...Day 1 readiness, integration planning, separation planning, and post... ...PE clients across inorganic growth/divestiture scenarios through...SeniorLocal area- ...Financial Advisor This Fortune 500 financial institution is built... ...in investment advisory or wealth management ~ Proven, transferable... ...thrive in a fast-paced, high-growth environment with evolving... ...Deliver holistic financial planning Support training initiatives...SeniorWork at office
$165k
...Manhattan, BlackDiamond Wealth Management is a... ...Investment Advisor (RIA) with a strong... ...lives. Our approach integrates investment management, tax planning, estate planning, insurance... ...—not volume. Our growth has been fueled entirely... ...Position Summary Senior Financial Advisor...SeniorSummer workWork at officeFlexible hours$100k - $150k
A high-growth financial services company in New York is seeking a Senior Credit Analyst to evaluate financing opportunities and structure transactions. This role involves... ...$100,000 - $150,000 with benefits including medical, dental, and a 401(k) plan. #J-18808-Ljbffr ArootahSenior$88.9k - $168.3k
RSM US LLP in New York is looking for a skilled analyst to engage in integration and separation planning for various client projects. The ideal candidate will possess a Bachelor's degree in Business, Finance, or a related field, along with 1-6 years of relevant experience...Senior$77k - $214k
...Tax Services Management Level Senior Associate Job Description &... ...clients to understand their tax planning needs and deliver tailored... ...Supporting the development of integrated global structuring strategies... ...junior team members to foster growth and enhance team capabilities...SeniorFull timeH1bShift work$78.5k - $163k
## Senior Consultant, Financial Reporting & Accounting... ...day one, you’ll be an integral part of a focused team... ...compensation, master planning and development... ...hedge funds, pension advisors and owners/developers.... ...will help with continued growth in new and complex functional...SeniorFull timeWork experience placementRemote workVisa sponsorshipWork visaFlexible hours
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